Energy
Solar, wind, storage, royalties.
We back generation and royalty positions adjacent to existing transmission, with industrial counterparties as anchor offtakers. Pacific corridor focus.
Real Estate
Strategic land, logistics, HNW.
Distressed industrial land near port nodes; mixed-use repositioning in Miami and Madrid; LATAM HNW residential where supply is structurally constrained.
Deep Tech
Drones, edge AI, sovereign compute.
Operator-led vehicles in dual-use technology where we can scale via our existing industrial footprint in Chile and the Gulf.
Carbon
Verified removal credits at integrity premium.
Regenerative agriculture and forestry projects with operator backing — the only carbon supply currently clearing at premium pricing.
Infrastructure
Mid-stream logistics tied to trade flows.
Bridges, ports, rail-adjacent assets and storage tied to copper, lithium and grain export corridors that public capital won't fund.
Why Real Assets?
Real assets provide inflation protection, cash yield, and low correlation to public markets. We position at the intersection of commodity cycles, infrastructure demand, and frontier capital flows — where structural tailwinds are strongest and competition is thinnest.